See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,539 | $175,202-60.3% | $149,673-53.5% | $139,434-50.1% |
| Participation rate | 27.3% | 83.4%-56.1pp | 78.8%-51.5pp | 80.3%-53.0pp |
| Annual return | 7.51% | 166.71%-159.2pp | 134.42%-126.9pp | 372.94%-365.4pp |
| Employer contribution / active EE | $2,602 | $5,474-52.5% | $4,818-46.0% | $4,751-45.2% |
| Participant deferral / active EE | $6,302 | $6,519-3.3% | $5,680+10.9% | $6,710-6.1% |
| Admin fee / account holder | $7,595 | $16,150-53.0% | $13,210-42.5% | $11,403-33.4% |